Women & Investing
Announcing an exclusive Red SHOES virtual event….Women & Investing!
We’re excited to host you and a friend in the first virtual Red SHOES event of 2021…join the Summit team and Summit Financial Advisor, Jody Brown, in a session to help you understand key investment principals and help you build wealth. We’ll also share some new updates to our Red Shoes financial wellness program.
There’s no denying the facts: Women tend to earn less and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.
Here’s an opportunity to attend a valuable, virtual seminar on this important topic. The virtual seminar will focus on taking control of your future through investing. You’ll also learn about:
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financial products like mutual funds and annuities
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Trust services available through MEMBERS Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-3615236.1-0621-0723